Open Forum

Expand all | Collapse all

Account Categories

  • 1.  Account Categories

    Posted Jan 16, 2020 11:32 AM
    We are working on a project to utilize account categories for combined reporting purposes.
    At this point, we have identified our "master" category list and also the GL accounts that need to be
    updated across 40+ GP companies.

    As I've searched online, it looks like the only way to accomplish this is using an SQL script.

    Has anyone had experience doing this as a mass update

    ------------------------------
    Mindy Homan
    Assistant Controller
    Ag Business Solutions
    Grand Rapids
    ------------------------------
    Conference-GPUG_200x200


  • 2.  RE: Account Categories

    SILVER CONTRIBUTOR
    Posted Jan 16, 2020 11:54 AM
    Hi @Mindy Homan,

    We're in the same boat with around the same number of production GP company databases.

    We have one company we consider the model that all other companies should look like in terms of account format, fiscal periods, categories and basic AP, AR and SOP module setups, so we use SQL where possible to copy the values from the appropriate tables from that company to new companies. We also have a centralized method for creating new GL accounts, regardless of the company so our chart structure integrity is maintained.

    Is the entire list of categories changing, are you just changing some of the category names​, or are you adding  categories?






    ------------------------------
    Jeff Pfershy
    Sr Business Analyst
    BluJay Solutions Inc
    Holland MI
    ------------------------------

    Conference-GPUG_200x200


  • 3.  RE: Account Categories

    Posted Jan 16, 2020 12:02 PM
    Hi Jeff,

    For the most part, the entire list is changing and we are incorporating more categories.
    I'd like to see if there is a saved SQL script that I could review to see if it would work
    for what we need to accomplish.

    ------------------------------
    Mindy Homan
    Assistant Controller
    Ag Business Solutions
    Grand Rapids
    ------------------------------

    Conference-GPUG_200x200


  • 4.  RE: Account Categories

    SILVER CONTRIBUTOR
    Posted Jan 16, 2020 01:21 PM
      |   view attached
    Attached are a couple of samples from my environment (GP16 R2). These are only for inserting / updating GL00102, the Account Category Master table.

    The first one is run from the 'destination' company and copies any category numbers in the source company to the destination company.

    The second script - also run from the destination company, looks for differences in category names between the source and destination. The Update script is separate.

    Hope this helps!

    Jeff

    ------------------------------
    Jeff Pfershy
    Sr Business Analyst
    BluJay Solutions Inc
    Holland MI
    ------------------------------

    Attachment(s)

    Conference-GPUG_200x200


If you've found this thread useful, dive deeper into User Group community content by role